Loring Wolcott & Coolidge Fiduciary Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $2.3M | Buy |
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|
2024
Q4 | $2.21M | Hold |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $1.9M | Hold |
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|
2024
Q1 | $1.83M | Hold |
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|
2023
Q4 | $1.78M | Hold |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $887K | Buy |
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|
2020
Q2 | $717K | Buy |
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|
2020
Q1 | $630K | Sell |
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|
2019
Q4 | $908K | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $720K | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.41M | Sell |
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|
2018
Q1 | $2.61M | Hold |
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|
2017
Q4 | $2.79M | Hold |
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|
2017
Q3 | $2.72M | Buy |
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|
2017
Q2 | $2.75M | Sell |
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|
2017
Q1 | $2.58M | Hold |
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|
2016
Q4 | $2.5M | Buy |
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|
2016
Q3 | $2.17M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.6M | Buy |
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|
2015
Q3 | $819K | Hold |
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|
2015
Q2 | $819K | Hold |
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|
2015
Q1 | $897K | Hold |
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|
2014
Q4 | $925K | Hold |
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|
2014
Q3 | $844K | Hold |
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|
2014
Q2 | $835K | Hold |
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|
2014
Q1 | $797K | Hold |
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|
2013
Q4 | $833K | Hold |
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|
2013
Q3 | $753K | Hold |
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|
2013
Q2 | $720K | Buy |
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